87 episodes

Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.

Accountant's Flight Plan Podcast Brannon Poe

    • Business
    • 4.5 • 10 Ratings

Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.

    Darryl Boyd on Preparing for an Accounting Firm Sale, Transition, & Client Expectations

    Darryl Boyd on Preparing for an Accounting Firm Sale, Transition, & Client Expectations

    Since joining Poe Group as a Regional Market Leader, Darryl has been an integral part of the team. Listen in on our conversation discussing the ins and outs of guiding buyers and sellers through the transition process. Discover what makes for a smooth transition and why preparation is integral to the acquisition process. 

    • 47 min
    Insights from Catherine Tindall on Specializing Your Accounting Practice and the Future of The Accounting Industry - Podcast

    Insights from Catherine Tindall on Specializing Your Accounting Practice and the Future of The Accounting Industry - Podcast

    Join me in a conversation about the world of specialization with Catherine Tindall, founder of Dominion Enterprise Services.  Catherine’s area of expertise lies within her ability to craft precise credit and income tax planning strategies, particularly focused on the Employee Retention Credit (ERC).  In this episode, Catherine shares her rationale for choosing to specialize in ERC, including where her practice will head in a post-ERC world.  Together, we dive deep into the complex history of ERC, the future for professionals assisting in ERC, and the importance of understanding eligibility determinations for practitioners venturing into this specialty.

    • 53 min
    Prepare your accounting firm for sale with advice from previous seller, Clay Blakley - Podcast

    Prepare your accounting firm for sale with advice from previous seller, Clay Blakley - Podcast

    Contemplating the sale of your practice or firm?  Seasoned entrepreneur, Clay Blakely candidly shares how he grew his CPA practice and why he and his wife decided to sell.  Finding the right buyer is all about fit so we chatted about how Clay was able to establish what he wanted in a buyer and his motivation for a sale.  Of course, we can’t talk about selling an accounting firm without reflecting on Clay’s experience with transition.

    • 44 min
    Navigating Growth, Niching Down, and Other Helpful Lessons for the Accounting Firm Owner

    Navigating Growth, Niching Down, and Other Helpful Lessons for the Accounting Firm Owner

    Ready to grow your accounting firm?  Let’s listen to the wisdom shared by a seasoned entrepreneur, Meryl Johnston.  A Chartered Accountant, founder of Bean Ninjas, and Head of Accounting at TeamUp, Meryl brings a wealth of experience to the table.  Together, we chat about the power of niching down and the art of running a non-owner-centric business.  Meryl shares her entrepreneurial journey, transitioning from CEO to a part-time advisor role, noting the importance of sticking to your goals while growing a business, and ensuring your needs and life take precedence.

    • 49 min
    Unlocking the Magic of Advisory Opportunities for Accountants - Podcast with Geni Whitehouse

    Unlocking the Magic of Advisory Opportunities for Accountants - Podcast with Geni Whitehouse

    In this episode, I interview Geni Whitehouse, CPA, co-founder of Solve Services, and a Level 5 Advisor and Coach at www.TheImpactfulAdvisor.com. Geni is an advocate for unlocking the magic in numbers for business owners. Geni and I share a conversation about the current opportunities in advisory: Setting frameworks, showing accounting impact, and exploring niche services.

    • 44 min
    Adopting Tech And Automation Into Your Accounting Practice - Podcast with Jesse Rubenfeld And Tom Zehetner

    Adopting Tech And Automation Into Your Accounting Practice - Podcast with Jesse Rubenfeld And Tom Zehetner

    It’s time we talk tech. In this episode, I interview Jesse Rubenfeld, Founder and CEO of FinOptimal, and Tom Zehentner, Director of Growth.  We dive deep into the topic of automation including the three main characteristics of an automated process.

    • 39 min

Customer Reviews

4.5 out of 5
10 Ratings

10 Ratings

jberlin2 ,

Excellent CPA Firm Podcast

Great podcast for CPA firm owners and those exploring becoming CPA firm owners.

Explores a variety of topics highlighting the superiority of value pricing, niching, being a virtual firm, lowering owner hours for better lifestyle/profitability/sale-ability, employee constraints in the accounting industry, and more.

Eddie J. Soto ,

Can't get enough of this podcast

When David Cristello talks about the immediate impact of clients from Jetpack reactionary cancelling and coming back on because of PPP loans. Interesting take from both of David and Brannon about transition firms from traditional to cloud. Its so smart! Love this episode!

GeraldineDcarter ,

Straight-forward, sensible advice

I so appreciate Brannon's low-key but wisdom-packed delivery. Every accountant needs to listen to his podcast if they want to make their firm better!

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